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SGML · LIN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SGMLLIN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SGML
  • LIN
010203040Q4 2022Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
Holders and value by quarter
QuarterSGMLLIN
Q4 20223 holders, $16mnone listed holders, n.a.
Q1 20231 holders, $17m40 holders, $29.9bn
Q2 2023none listed holders, n.a.35 holders, $30.7bn
Q3 2023none listed holders, n.a.31 holders, $30.1bn
Q4 20231 holders, $20m32 holders, $32.7bn
Q1 20241 holders, $1.5m27 holders, $34.3bn
Q2 2024none listed holders, n.a.28 holders, $30.5bn
Q3 20242 holders, $14m23 holders, $32.2bn
Q4 20242 holders, $24m32 holders, $28.9bn
Q1 20252 holders, $33m32 holders, $31.9bn
Q2 20252 holders, $13m31 holders, $31.8bn
Q3 20251 holders, $19m28 holders, $31.5bn
Q4 2025none listed holders, n.a.36 holders, $30.2bn
Q1 2026none listed holders, n.a.35 holders, $37.0bn
Q2 2026none listed holders, n.a.34 holders, $40.4bn
SGML

Sigma Lithium Corporation

Holders
1
Reported value
$1.5m
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

Materials
LIN

Linde PLC

Holders
27
Reported value
$34.3bn
Buyers
13
Sellers
13

Breadth 0 among 93 comparable managers.

Materials

Who holds both, Q1 2024

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only SGML (1)

Moore Capital Management LP

Only LIN (27)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, and 2 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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